[Hiring] Director, Consultant Relations @Edelman Financial Engines

Role Description

As a Director, Consultant Relations on the Institutional Distribution team, you’ll play a pivotal role by deepening current and cultivating new relationships with Tier I and II Defined Contribution consulting firms and advisors to support new business growth. This role drives strategic engagement with the consultant community to position Edelman Financial Engines' participant services as a core element of modern plan design, expanding search inclusion, differentiating our value, accelerating growth, and strengthening client retention.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Director, Consultant Relations role, we are seeking a candidate with proven relationship-building skills and the ability to manage complex stakeholder networks to help enhance our industry position. If you are an innovative, collaborative, and dynamic thought-leader, this may be an opportunity for you!

• Partner with the Vice President of Institutional Distribution and cross-functional leaders (Product, Marketing, Investments, Institutional Services, and Sales) to shape and advance the consultant go-to-market strategy and enterprise positioning.
• Own and execute the consultant channel strategy through proactive outreach and close coordination with field teams, building durable relationships with top defined contribution consulting firms.
• Influence and shape consultant evaluation frameworks by developing deep insight into firm methodologies and positioning Edelman Financial Engines as a preferred advisory partner.
• Drive consultant-led growth by setting and achieving ambitious opportunity expansion and client retention goals across key consulting relationships.
• Support enterprise priorities through the launch of new products, features, research, and strategic initiatives, ensuring strong consultant awareness and advocacy.
• Partner with Institutional Services and relationship management leaders to reinforce consultant engagement in support of client retention and long-term account stability.
• Serve as a conduit of market intelligence—gathering consultant feedback on products, services, and competitive positioning—and deliver clear insights to internal leadership; represent the firm at key industry and consultant forums.

Qualifications

• Bachelor's degree and a minimum of 10 years of related experience.
• Strong relationship management, interpersonal and influencing skills and ability to communicate effectively with a variety of audiences, both written and orally.
• Knowledge and experience with price benchmarking and RFI/RFP processes.
• Comfortable in a fast-paced environment with ability to prioritize and synthesize multiple inputs and stakeholder needs to deliver outstanding service.
• Annual travel is 15-35%, growing over time.

Requirements

• Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $157,600 - $210,100. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.
• This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
• Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

Company Description

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.